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Financial & Policy Research Insights
Sector: Healthcare
![[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns](/wp-content/uploads-webpc/uploads/2023/08/Health-care-medical-Thumbnail.png.webp)
[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns
Policy & Legal, Research
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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European Health Care Equipment & Services: Receding Headwinds
Fundamental, Research
We see easing headwinds for the European Health Care Equipment & Services industry...
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Revvity: Revitalized for Stronger Growth
Fundamental, Research
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
Read moreHealth Care REITs Poised for Healthy Returns
Fundamental, Video
The aging US population and increasing healthcare expenditures...
Read more[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected
Policy & Legal, Research
No relief for PBMs [CVS (CVS), Cigna (CI),...
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May 2023 PDUFA Calendar
Policy & Legal, Research
Delays in approvals due to disrupted work schedules at FDA because of the coronavirus...
Read moreSilk Road (SILK): Competition & Coverage
Policy & Legal, Research
Amid investor fears of competitive risks to Silk Road Medical’s (SILK)’s TCAR procedure...
Read moreApril 2023 PDUFA Calendar
Policy & Legal, Research
Disrupted work schedules at FDA result in approval delays...
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Advisory Committee’s Split Decision on Biogen’s Tofersen
Policy & Legal, Research
We expect the FDA to grant accelerated approval of Biogen's (BIIB) ALS treatment...
Read moreMitigation Expectations for Medicare Advantage Rate Notice
Policy & Legal, Research
Size of Medicare Advantage mitigation may be less than earlier expectations...
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